Tax Sherpa End of Year Planner

The first step to tax savings is knowing where you are.

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End of Year Planner?

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End of Year Planner

What You're Getting:

  • 2024 End of Year Planner
    This worksheet will walk you through your individualized tax situation.

  • Bonus: Quick and Dirty Bookkeeping System
    This AI-powered bookkeeping system will help you get your simple books done in 5 minutes a month.

  • Bonus: Partnership Success
    These are the 13 questions you need to answer before going into a partnership or joint venture.

Accounting

They professional, well versed and educated to address my needs. I feel very comfortable moving forward with their services.

  • - Alison Stubing

Business Accounting Services

Amazing service! Called right away and provided so much information and support!

  • - Maria Quinones

Tax Sherpa by far is the best in fulfilling your tax needs. They provide top notch customer service and are always willing to help.

Neal is exceptional at the work he does and always looks out for the best interest of his clients. Serena is amazing and keeps communication line open at all time. Thank you Tax Sherpa for your service

  • - C and Z Rivas

Tax Sherpa has been quite good in helping me with my monthly accounting and understand tax saving strategies and has been very low effort on my end compared to tax services I have used in the past.

If you own your own business Tax Sherpas can really switch the extra tax burden on it head for you and save you thousands, while charging very fair fees for service.

  • - Zachary Johnson

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** to get the $100 and refund you must post a video using our templates for your profitable business. You just show proof that you used the templates, and you didn't get any tax savings.